XTIVIA, Inc. | 20 Most Promising Salesforce Solution Provider - 2014
XTIVIA: Delivering Quality Enterprise Solutions By Virtue Of Salesforce
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CIOREVIEW >> Salesforce >> XTIVIA, Inc.

XTIVIA, Inc. has been recognized by CIOReview Magazine as the recipient of “20 Most Promising Salesforce Solution Providers - 2014,” based on our proprietary methodology, reflecting its position in the industry. This profile has been developed by the CIOReview research and editorial team based on insights from an interview with Brent Clark VP, Salesforce Practice.

XTIVIA, Inc.
XTIVIA: Delivering Quality Enterprise Solutions By Virtue Of Salesforce

XTIVIA, Inc.

CIO VendorBrent Clark VP, Salesforce Practice
XTIVIA leverages technological innovation to ensure relevant data reaches its customers at the right time. Established in 1992, XTIVIA, a Cloud Alliance Partner with salesforce.com, is driven by the desire to assist customers in implementing and maintaining their CRM system to properly manage acompany’s interaction with their customers. “At XTIVIA, we provide appropriate recommendations, based on the client’s needs to deliver essential CRM and Salesforce solutions to ensure our clients ultimately succeed with their CRM initiative,” says Brent Clark, VP of Salesforce Practice at XTIVIA. With a team of certified individuals, including a Salesforce Certified Advanced Developer, XTIVIA utilizes Salesforce technologies to provide an exceptional user-interface, process flow and system architecture throughout the entire engagement lifecycle. “The unmatched stability, scalability, and speed that we deliver with Salesforce and the Force.com platform, gives organizations the confidence to move forward with simple initiatives and complex integrations, without any disruption to their operations,” he adds.

The company has also branched out to become an ISVForce Partner by developing applications that are available on the Salesforce AppExchange. Vicinity, their initial offering, geo-locates and maps client’s data in order to provide a simple cost-effective way to locate nearby customers and prospects in their Salesforce database. By utilizing the app, users can save significant time, allowing them to be more productive in their territory to uncover and close more deals. “We are constantly looking for ways to advance how we can deliver solutions, and delivering Vicinity on the Salesforce1 Platform was the logical choice. In a fast paced, mobile society, we provided an immediate mobile solution without the need for significant additional development efforts” states Clark. Vicinity uses customizable filters to refine search results and provides immediate geo-coding of newly added records and information without any administration oversight. “This takes a complex idea and really makes it easy for our customers to unlock the ‘where’ in their data; all delivered for the best value in the market,” said Clark.

At XTIVIA, we provide appropriate recommendations, based on the client’s needs to deliver essential CRM and Salesforce solutions to ensure our clients ultimately succeed with their CRM initiative


In keeping with their team based mindset, XTIVIA also pulled expertise from its portal and application development practices; which were instrumental in working with the CRM practice to develop the Vicinity application.

With the company's onshore delivery model and vast experience in providing customized solutions to fit any client requirements, XTIVIA has set itself ahead of the competition. In a recent Salesforce implementation, their client was going through a series of acquisitions in order to build its customer portfolio, sales organization, and managerial team. During this process, the client faced significant data management challenges as they were working through the consolidation of multiple ERP systems. Taking hold of the situation, XTIVIA implemented Salesforce to provide the client with a unified platform for managing their customer and sales data. Also, XTIVIA was able to apply additional third party applications that cleaned the existing data. “Over time, we saved them a significant amount of time, energy, and IT work internally,” claims Clark.

As business critical solutions and applications continue to evolve, XTIVIA will remain at the forefront of these innovations. XTIVIA is planning several strategic expansions to its geographic footprint and bringing in more features to their product line. “We will continue to focus on providing quality Salesforce solutions to our clients,” says Clark. “We are planning to introduce additional applications in the AppExchange and will continue to advance Vicinity and our professional services expertise in the Salesforce domain,” he concludes.

XTIVIA, Inc.

News

XTIVIA Embarks on Strategic Partnership with Boomi to Elevate Integration and Digital Transformation Services

Thursday, April 25, 2024

Colorado Springs, CO,-- XTIVIA, a premier provider of innovative technology solutions, is excited to announce its official partnership with Boomi, a global leader in cloud-based integration platform as a service (iPaaS). This collaboration marks a pivotal moment in XTIVIA's mission to drive digital transformation through superior integration services. Having successfully delivered Boomi-based services to a wide array of clients over several years, XTIVIA has taken the strategic step to formalize this relationship, reinforcing its commitment to providing exceptional value.



This partnership represents a significant advancement in XTIVIA's ability to offer comprehensive, end-to-end integration solutions tailored to meet modern businesses' needs. By joining forces with Boomi, XTIVIA will leverage the platform's extensive capabilities to enhance its service offerings, enabling more efficient operations, seamless connectivity, and accelerated growth for clients across diverse industries.



"We have enjoyed an extremely positive experience with Boomi and have delivered great outcomes for our clients with the Boomi platform. Formalizing our partnership reflects our aligned goals and shared dedication to facilitating powerful, scalable integration solutions for businesses everywhere," stated Vivek Agarwal, CTO of XTIVIA. "We are thrilled to deepen our relationship with Boomi and are eager to continue providing our clients with innovative solutions that simplify the complexities of digital transformation."



As an established leader in integration, API management, and B2B connectivity solutions, XTIVIA boasts a team of certified professionals dedicated to ensuring the success of client projects by delivering customized solutions that address unique challenges and achieve tangible results.



Over the years, the XTIVIA team has delivered highly scalable and efficient Boomi integrations and APIs across a variety of common software systems including SAP, NetSuite, Salesforce, Workday, Microsoft Dynamics CRM, JIRA, Zendesk, Active Directory, Shopify, SuccessFactors, OpenAir, Intapp DealCloud, Intapp OnePlace, Various Databases (Oracle, Postgresql, SuiteAnalytics), Cloud Data Warehouses (RedShift, Snowflake), Active Directory, Various AWS services (SQS, S3 ...), Cloud Warehouse Management Systems, Quiet Logistics, Shipwire, EDI, and much more.



With the backing of this new partnership, XTIVIA will broaden its range of services, offering enhanced support options, including comprehensive managed services covering all facets of the Boomi integration platform. Clients can benefit from XTIVIA's proven methodologies, best practices, and design guidelines that ensure successful Boomi implementation and optimization.



Boomi, a global leader in cloud-based integration platform as a service (iPaaS), is thrilled to announce its latest partnership with XTIVIA, an innovative technology solutions provider. This strategic alliance marks a significant milestone in our mission to drive digital transformation and connectivity for businesses around the globe. "XTIVIA and their technological capabilities are exactly the type of flourishing Partner Boomi seeks to do business with. The partnership has already produced one win within the first weeks of collaboration with several others in the pipeline. Sky's the limit!" said Nick Stroia, Partner Account Manager at Boomi. “Together, Boomi and XTIVIA are committed to setting new standards in business agility, efficiency, and growth, enabling organizations to thrive in the digital era.”

MS Dynamics Implementation: A Guide to Avoiding Common Mistakes

Monday, April 29, 2024

MS Dynamics is a powerful customer relationship management (CRM) platform that has transformed how organizations handle customer data, sales processes, and overall business operations.

Implementing Microsoft Dynamics 365 can transform businesses, but avoiding common pitfalls is essential. Here are some mistakes to avoid during your implementation:

#1 Avoid Over-Customization

While Dynamics 365 allows customization to meet unique business needs, excessive customization can backfire. Over-customization makes the CRM framework harder to maintain and upgrade, limiting the benefits of standard software updates. Strive for a balance between customization and standard capabilities1.

#2 Neglecting User Needs

Focusing solely on features without considering user requirements is a common misstep. Ensure that the solution aligns with the needs of different users. Implement a role-based approach, tailoring access and functionality to specific department roles.

#3 Implementing Too Much at Once:

Trying to solve all business challenges simultaneously leads to high costs and fatigue. Break down the implementation into manageable phases. Prioritize critical functionalities and gradually expand to avoid overwhelming stakeholders.

#4 Automating Every Business Process

While automation is valuable, not every process needs it. Evaluate which processes genuinely benefit from automation. Over-automation can complicate workflows and hinder user adoption.

#5 Losing Sight of the Bigger Picture

Focusing solely on technical aspects without considering the overall business strategy can lead to suboptimal outcomes. Remember the broader goals and align the implementation with your organization’s vision.

#6 Lack of User Training

Underestimating the importance of user training can lead to low adoption rates and inefficiencies. Users must understand how to navigate MS Dynamics, input data, and utilize its features effectively.

#7 Ignoring the Learning Curve

Assume that out-of-the-box features are sufficient without considering the learning curve. Customization is critical to tailoring MS Dynamics to your organization’s unique needs.

#8 Ensure Your Implementation

Ensuring the implementation and configuration address entirely all aspects of the business process is meant to capture and keep track of. This includes simulating the business process and using the system to ensure the lifecycle of the business process from beginning to end is handled correctly with the expected result as the outcome. The outcome could be anticipated data generation via automation, a report, or a dashboard showing the expected results.

#9 MS Dynamics Implementation Partner

Remember, a successful Dynamics 365 implementation involves choosing the right partner, understanding user needs, and following best practices to maximize benefits.

Lack of research and rushing to select a partner without thorough due diligence can lead to disastrous outcomes. Organizations often skip researching potential partners, their expertise, past projects, and client references. You need to understand a partner’s capabilities, industry experience, and track record to avoid partnering with someone who may not align with your needs.

When making your decision, take the time to research and evaluate potential partners thoroughly. Remember that selecting the right partner significantly impacts the success of your MS Dynamics implementation. Avoiding common mistakes will ensure a smoother journey toward achieving your business goals.

A knowledgeable partner brings valuable expertise, industry insights, and experience to guide your implementation process. They will tailor MS Dynamics to your unique needs, optimize workflows, and maximize your return on investment (ROI). Their guidance minimizes risks, accelerates adoption, and effectively empowers your team to leverage MS Dynamics. Choosing the right partner can be the critical difference between a seamless implementation and a costly misstep.

Conclusion

Implementing MS Dynamics is a collaborative process that requires teamwork, strategic planning, and a commitment to continuous improvement. By avoiding these common mistakes, organizations can unlock the full potential of MS Dynamics and empower their teams to achieve success.

MS Dynamics is not just a tool but a strategic investment that can transform your business. Embrace it, learn from others’ experiences, and lay a solid foundation for growth.

However, attempt this journey with others! MS Dynamics implementations can be intricate. Consider partnering with an experienced MS Dynamics consultant who can guide you through the process and help you avoid pitfalls. At
XTIVIA, we have repeatedly stepped in to rectify partially implemented or poorly architected MS Dynamics solutions, emphasizing the importance of getting things right from the outset.


20 Most Promising Salesforce Solution Providers - 2014

Company
XTIVIA, Inc.

Headquarters
Colorado Springs, CO

Management
Brent Clark VP, Salesforce Practice

Description
XTIVIA delivers Salesforce solutions and applications to its customers, embedded in a cloud-based mobile platform. Notably, Vicinity is designed to make geo-coding and mapping existing Salesforce data simple and cost effective.

20 Most Promising Salesforce Solution Providers - 2014

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